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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,287 | $84,518-63.0% | $67,704-53.8% | $125,388-75.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -3.82% | 2.57%-6.4pp | 25.41%-29.2pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $399 | $4,430-91.0% | $3,585-88.9% | $5,352-92.5% |
| Admin fee / account holder | $2,072 | $5,340-61.2% | $4,255-51.3% | $9,541-78.3% |